FREE Insurance Review
IBIS can provide you with a comprehensive written opinion of your bank’s current insurance portfolio.  We will also include a current assessment of the community bank insurance market, and most importantly, an underwriting profile of your bank based on your most recent call report.  

The IBIS Insurance Review is a valuable tool that can be shared with your bank’s board of directors and management team. We compare your insurance coverage to other banks of your asset size and financial situation. We offer our opinion of where your coverage is weak and offer suggestions to minimize your bank’s exposure.

The complex coverages and insuring agreements are broken down into layman’s terms that can be easily understood by people not familiar with bank insurance.

Items needed for Comprehensive Insurance Review:

  • A copy of the declarations pages and endorsements of each policy
  • Signed Non Disclosure Agreement (hyperlink to NDA)

Please scan and email to or fax to 480-663-3154.


FREE Insurance Review

Call Us at

2520 E University Dr, Suite 103 • Tempe, AZ 85281
OFFICE: (480) 663-3778 | FAX: (480) 663-3154
Bank Insurance
An endorsed business partner of Western Independent Bankers